Toronto-based investment management firm deploys d1g1t for portfolio management, reporting, trading, rebalancing, and client engagement
CAIS Unveils Lineup for Its Fifth Annual Industry Summit
June 4, 20269 min
The marquee event at the intersection of alternative investments and independent wealth returns to Beverly Hills
Seasoned wealth management executive brings three decades of investment, platform, and enterprise strategy experience
BitGo Holdings, Inc., the digital asset infrastructure company, today introduced a modular bank-ready operating model designed to help financial institutions evaluate, launch, and scale digital asset capabilities within an established legal, compliance, risk, and operational framework. The modular model brings together custodial wallets, trading, settlement, staking, stablecoins, wealth management, licensing and API infrastructure in a modular offering built for a wide range of institutional use cases. Financial institutions increasingly face pressure to engage with digital...
Complementary Platforms Empower Financial Professionals to Capture the Trillion-Dollar Rollover Opportunity by Transforming Regulatory Obligations into Client Growth and Better Retirement Outcomes
Broadridge Scales AI Across Wealth and Market Ops
May 12, 20268 min
Powered by the Industry's First Completed Financial Services Data Ontology, Broadridge's AI Partnership Model Delivers Up to 30% Operational Cost Reduction Today with Additional Savings over Time — Available as Full Managed Services or Standalone Platform
Masttro Appoints Dan Gorlick as Chief Product Officer
April 29, 20265 min
Veteran product leader from BlackRock, Google Cloud, and S&P Global joins Masttro, the AI-powered data platform for family offices, private banks, and RIAs that serve UHNW clients, to lead product strategy and shape ongoing growth plans
Zephyr Integrates ByAllAccounts to Expand Advisor Data Access
April 10, 20263 min
Zephyr, a subsidiary of Informa plc, and a recognized leader in asset and wealth management software today announced an integration with Morningstar’s ByAllAccounts, a premier data aggregation platform serving the wealth management ecosystem. This integration marks a significant step forward in transforming the way advisors are using Zephyr software to manage client data and deliver value. “This integration underscores Zephyr’s commitment to equipping advisors with cutting-edge tools that enhance their ability to serve clients effectively,”...
Syntax Data, MSCI Bring ADR Indexes to Syntax Direct
April 7, 20266 min
Partnership enables financial advisers to build customized international portfolios without leaving U.S. exchanges
MetaComp unveils Web2.5 VisionX Engine and AgentX
March 30, 202614 min
With Web2.5 VisionX Engine and AgentX, StableX Network becomes the compliance and execution layer that institutional AI runs on for financial services